Client Support Associate (Path to Financial Advisor)

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 51,000 - 63,000; Full time

Job summary

Ameriprise Financial Services, LLC in Minneapolis is seeking a Client Support Associate. You will shadow client appointments, learn to write financial plans, and explore a path to becoming a Financial Advisor, with opportunities to meet clients and support advice delivery.

The role emphasizes FINRA licensing, service-to-sales development, and collaboration with Product Specialists and Advisors. Base salary around $57,000 per year, full-time, in-office with some at-home flexibility, and a

Qualifications

• High school or GED.
• 1+ years of relevant experience.
• Current FINRA Series 7
• State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
• Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date
• Previous experience delivering outstanding client service.
• Detail oriented, strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and prioritize effectively.
• Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

Responsibilities

• Handle client interactions, convert service calls into sales opportunities, and prepare advisors for meetings.
• Perform first call resolution, set up accounts, process paperwork, schedule meetings, and gather compliance data.
• Coordinate between Product Specialists and Financial Advisors to propose recommendations.
• Pursue ongoing professional development and maintain FINRA licenses.

Skills

Detail oriented

Math & analytical skills

Organization & time management

Multitasking & prioritization

Teamwork & collaboration

Knowledge of financial services

Professional demeanor

Education

High school or GED

Bachelor’s degree (preferred)

Job description

Ameriprise Financial Services, LLC in Minneapolis is seeking a Client Support Associate. You will shadow client appointments, learn to write financial plans, and explore a path to becoming a Financial Advisor, with opportunities to meet clients and support advice delivery.

The role emphasizes FINRA licensing, service-to-sales development, and collaboration with Product Specialists and Advisors. Base salary around $57,000 per year, full-time, in-office with some at-home flexibility, and a